We redefine what it means to be a partner in retirement.
At Fisher, we specialize in small business retirement. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.
Schedule a free consultationRated One Of America's Top Advisers
Fisher significantly outperforms on three key drivers of wealth creation.
Save More. Invest Smarter.
Our wealth generating services enable better participant outcomes.
See case study for assumptions. See the comparison of the industry average for fund performance, fund fees and participant deferral rates vs the Fisher average; assumes starting age is 45 with a salary of $250,000 and a starting balance of $100K.
Money Better Spent
Our advisory model maximizes for value generation, so less of your fee goes to non-wealth generating services.
Get your free fee analysisNon-wealth Generating Fees
Record Keeper & TPA Fees
Some plans pay 2X more on Record Keeper and TPA fees because their broker/plan advisor select vendors that pay higher commissions.
Fisher never accepts commissions, always putting your interests first. As a result, we champion your needs to get more out of your vendors, without increasing costs.
We are champions for the needs of small businesses. And because we specialize in small business retirement plans, we have the knowledge, resources and clout to help you get more out of your vendors without increasing costs. It’s like moving from economy to first class at little or no additional cost.
The Fisher Advantage
Superior Financial Guidance
As one of America's top financial advisors, we work with you to optimize your retirement program and provide ongoing one-on-one financial guidance to maximize wealth creation.
DIFY (Do It For You) Approach
Our servicing solutions focus on doing everything we can for you. From acting as a single point of contact for your plan to selecting your investments, we provide services that many other advisers can't or won't provide.
Your Interests First
Incentive structures that are aligned with your success. No revenue sharing, no kick-backs or commissions. When you do better, we do better.
Contact us for a complimentary plan analysis.
Fee Analysis
We break down your existing plan fees—how much you pay and to whom—and compare them to the industry average and what you could be paying with Fisher.
Plan Benchmarking
We benchmark the fees and services of your plan relative to similar plans in the industry.
Plan Design Analysis
We analyze your current plan features, and help you understand how these features work.
Plan Illustration
We do customized projections showing what a particular plan type could look like for your specific business (including cost-benefits).
Investment Analysis
Receive an analysis of the quality and cost of your existing lineup and how it compares to industry benchmarks, and what you could be paying with Fisher.
- 1Industry Average rates based on the 2020 Vanguard Retirement Plan Access™ Study-Small Business Edition. The Fisher Client Average rates are based on Fisher plans utilizing Ascensus as their recordkeeper as of 4/27/2021.
- 2Industry Average data is based on Fiduciary Benchmarks, Inc Plan Profile Report for a $2mil 401(k) plan with 50 participants as of 12/31/20, The Industry Average fund fee (.48%) was calculated by taking 32% of the industry average total plan fees (1.49%), as this is the average proportion of the fee allocated to investment managers in the report. The Fisher Average fee (1.40%) represents the fees an average Fisher Investments 401(k) client would pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants; Ascensus for bundled recordkeeping (.33%); and the weighted average fund expense ratio based on actual client investment allocations (.07%).
- 3Wealth-generating fees are defined as plan advisor fees & fund fees; non-wealth generating fees are defined as all other fees, including recordkeeper and third party administrator fees.
